ESG has become one of the most popular acronyms in the investing world, and a quickly growing trend. Few investors would put their hand up and say they want their investing to have a bad impact on the world around them.
There is evidence to suggest ESG funds perform better than funds without such a focus…
Renewable Energy Stocks
Australia has not had petrol rationing since 1979. The last time it did, the mechanism was simple: a ration book, enough fuel for approximately 32km of driving per week, and a queue. Nearly five decades later, the mechanism has been updated, but the underlying problem, namely our structural dependence on imported refined fuel, has not.
The…
It is easy to think the Impact of The Iran War is simply businesses in the oil space or that use oil in their operations (for instance freight businesses). Or by extension, companies in the 'consumer discretionary' space that find due to higher energy prices (and interest rates), that their goods are more discretionary than…
Investors looking for somewhere, anywhere, to hide during the Iran war may think Ampol shares are a safe haven. After all, it's a petrol provider for crying out loud, isn't it making hay while the sun doesn't shine for everyone else?! Investors think so given it is up nearly 20% in less than a month.
It…
This article outlines 5 ASX Predictions for 2026 that Stocks Down Under puts its neck on the line to assert will happen. It has become an annual tradition of ours, and some of these calls we get right, others we don't. Arguably our boldest call in suggesting ANZ would be the best performing big 4…
The rare earths rally of 2025 is capturing investor sentiment with increasing intensity week by week. The sector is no longer a speculative fringe play; it is emerging as a strategic frontier where geopolitical shifts, clean-tech demand and supply-chain realignment are converging. Australia’s abundant deposits, combined with mounting government backing and a global scramble for…
Plenti (ASX:PLT) is not just another small cap lender - it could be the best way to gain exposure to the energy transition. Because it is a lender focused on lending to renewable energy, as well as to consumers for automotives and personal loans. But it is the first of these that has won it…
Addressing the ASX decline is a question that has been considered for many months now. In 2023-24, more companies left the ASX in the past 2 years than any 2 year period since the 1990s recession - whether being brought out by private equity or a big industry player, delisting to a penny stock exchange…
After many decades at the helm of Berkshire Hathaway, Warren Buffett is retiring. After founding his empire in 1965, he built it into a US$1tn+ empire owning many of America's best companies and profiting off them. But of course, all good things must come to an end - at least a tenure led by the…
ESG has become one of the most popular acronyms in the investing world, and a quickly growing trend. Few investors would put their hand up and say they want their investing to have a bad impact on the world around them.
There is evidence to suggest ESG funds perform better than funds without such a focus…
